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JPMorgan Chase
JPM

Overview Fund Activity

1,691 hedge funds and large institutions have $163B invested in JPMorgan Chase in 2014 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 687 increasing their positions, 745 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,691
Holders Change
-31
Holders Change %
-1.8%
% of All Funds
48.63%
Holding in Top 10
327
Holding in Top 10 Change
-103
Holding in Top 10 Change %
-23.95%
% of All Funds
9.4%
New
68
Increased
687
Reduced
745
Closed
89
Calls
$2.03B
Puts
$1.91B
Net Calls
+$123M
Net Calls Change
-$449M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.8B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$580M
3
DSA
Davis Selected Advisers
Arizona
+$280M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$273M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$242M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$544M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$412M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$340M
4
MCM
Moore Capital Management
New York
-$275M
5
TCIM
TIAA CREF Investment Management
New York
-$251M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
1226
Schaller Investment Group
North Carolina
$1.24M – – –
BMC
1227
Benin Management Corp
Connecticut
$1.24M – – –
GLI
1228
Guardian Life Insurance
New York
$1.24M +$18.4K +320 +2%
CCG
1229
Cypress Capital Group
Florida
$1.24M -$37.5K -650 -3%
OFS
1230
Orrstown Financial Services
Pennsylvania
$1.23M +$136K +2,353 +12%
WCM
1231
Wunderlich Capital Managemnt
Tennessee
$1.23M -$9.12K -158 -0.7%
LBC
1232
Lawrence B. Cohen
$1.23M -$50.7K -880 -4%
GCM
1233
Geneva Capital Management
Wisconsin
$1.23M +$20.8K +360 +2%
KC
1234
Kingfisher Capital
North Carolina
$1.22M -$114K -1,974 -8%
BOK
1235
Bank of Kentucky
Kentucky
$1.21M -$10.1K -175 -0.8%
MGIA
1236
Moneta Group Investment Advisors
Missouri
$1.21M +$54.7K +950 +5%
HSA
1237
HBK Sorce Advisory
Pennsylvania
$1.2M -$116K -2,019 -9%
WP
1238
WMS Partners
Maryland
$1.2M -$86.4K -1,500 -7%
SM
1239
Salzhauer Michael
$1.19M – – –
EWM
1240
Elite Wealth Management
Washington
$1.18M -$956K -16,594 -45%
NSAM
1241
North Star Asset Management
Wisconsin
$1.18M – – –
PFSC
1242
Peoples Financial Services Corp
Pennsylvania
$1.18M -$41.5K -720 -3%
BRWM
1243
B. Riley Wealth Management
Tennessee
$1.18M -$57.5K -999 -5%
PCA
1244
Peddock Capital Advisors
Massachusetts
$1.17M +$12.7K +220 +1%
WA
1245
WFG Advisors
Texas
$1.17M -$38.5K -669 -3%
SOAMC
1246
Spirit of America Management Corp
New York
$1.17M -$156K -2,700 -12%
BOS
1247
Bank of Stockton
California
$1.17M -$106K -1,835 -8%
MBT
1248
Monroe Bank & Trust
Michigan
$1.16M +$75.3K +1,306 +7%
WPC
1249
White Pine Capital
Minnesota
$1.15M -$36K -625 -3%
WSC
1250
Wellington Shields & Co
New York
$1.15M +$40.3K +700 +4%
48 49
50
51 52